Axis Momentum Fund Direct Growth

Equity
Thematic
Very High Risk
1M
6M
1Y
All
NAV: 18 Dec 2025
₹9.22
Rating
NA
Min. SIP amount
₹500
Fund size
₹1,277.93Cr

Returns calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (37)

NameSectorInstrumentAssets
FinancialEquity8.73%
CommunicationEquity6.77%
FinancialEquity5.23%
FinancialEquity4.46%
Capital GoodsEquity4.08%
ServicesEquity4.06%
ServicesEquity3.98%
HealthcareEquity3.77%
AutomobileEquity3.65%
ServicesEquity3.61%
AutomobileEquity3.41%
AutomobileEquity3.18%
HealthcareEquity3.16%
Capital GoodsEquity3.15%
HealthcareEquity3.03%
ChemicalsEquity2.97%
Capital GoodsEquity2.87%
AutomobileEquity2.66%
FinancialEquity2.36%
FinancialEquity2.30%
ChemicalsEquity2.25%
Consumer StaplesEquity2.15%
EnergyEquity1.99%
EnergyEquity1.91%
ConstructionEquity1.88%
FinancialEquity1.83%
AutomobileEquity1.57%
Consumer StaplesEquity1.54%
ChemicalsEquity1.47%
Capital GoodsEquity0.96%
ChemicalsEquity0.81%
FinancialEquity0.68%
TechnologyEquity0.66%
ServicesEquity0.62%
Consumer DiscretionaryEquity0.60%
EnergyEquity0.54%
ConstructionEquity0.44%
See All

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹500

Returns and rankings

Category: Equity Thematic
Absolute returns
3M6M1YAll
Fund returns2.3%1.7%NA-6.2%
Category averageNANA-2.0%NA
Rank with in category3228NANA
Understand terms

Expense ratio, exit load and tax

Expense ratio: 0.61%

Inclusive of GST

Exit load

For units in excess of 10% of the investment 1% will be charged for redemption within 12 Months

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Fund house & investment objective

Fund house contact details

Address
23rd Floor, One Lodha Place,S. B. Road, Lower Parel. Mumbai 400013
Phone
022-24255161
Launch Date
04 Sep 2009
E-mail
NA
Axis Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

Pros and cons

Category: Equity Thematic

Pros

Lower expense ratio: 0.61%

Cons

1Y annualised returns lower than category average by 4.91%

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